Panel actions

iMIS panels and panel records can be accessed by creating a flow using the iMIS Power Automate Connector. The following examples show different ways to utilize panel data. In the following examples, a Input fields are created in the Flow within the iMIS Power Automate Connector, and the Outputs are returned.

Get a single-instance panel record

Fetches one single-instance panel record from iMIS by its panel name and iMIS ID.

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Get a multi-instance panel record

Fetches one multi-instance panel record from iMIS by its panel name and primary key(s).

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Create a multi-instance panel record

Creates a new record in a multi-instance panel source.

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Update a single-instance panel record

Updates (or creates) fields in a single-instance panel source record.

Any fields left blank will not be altered. To explicitly blank out a field, insert an empty string ('') using an expression. See Known Limitations for more information.

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Update a multi-instance panel record

Updates fields in a multi-instance panel source record.

Any fields left blank will not be altered. To explicitly blank out a field, insert an empty string ('') using an expression. See Known Limitations for more information.

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Delete a single-instance panel record

Deletes a single-instance panel source record by its primary key.

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Deletes are permanent in iMIS. Exercise caution when using this action.

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Delete a multi-instance panel record

Deletes a multi-instance panel source record by its primary key(s).

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Deletes are permanent in iMIS. Exercise caution when using this action.

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Find panel records

Searches through, and returns records in a panel source.

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This action works on any Business Object in iMIS. Select "Enter custom value" in the Panel Name dropdown and type the name of a business object exactly as it appears in iMIS (e.g. CsContact or CsOrderLines)

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